U.S. Communications Stock News

Gibraltar Industries (ROCK) is back on investor calendars ahead of its presentation at the CJS Securities “New Ideas for the New Year” conference on January 14, 2026, highlighting its ongoing business reshaping. See our latest analysis for Gibraltar Industries. That conference appearance comes after a choppy year, with a 30 day share price return of 14.14% and a 7 day gain of 7.45% partly offsetting a 90 day share price decline of 19.41%. Meanwhile, the 1 year total shareholder return of...

Voya Financial recently announced a multi-year partnership with Boston Legacy FC, becoming the club’s exclusive financial services partner and lower back-of-kit sponsor from the 2026 NWSL season, alongside plans to repurchase US$150 million of its shares in the first quarter of 2026 following a US$100 million buyback in the fourth quarter of 2025. By combining brand expansion through women’s professional sports with additional share repurchases, Voya is simultaneously boosting consumer...

In its past Q3 CY2025 results, Forestar Group reported revenue of US$670.5 million, up 21.6% year on year, and non-GAAP earnings of US$1.70 per share, exceeding analyst expectations despite operating margin easing to 16.6% from 18.9%. The combination of stronger-than-expected top-line growth and softer margins points to robust demand for Forestar’s lots but also rising cost pressures that could influence future profitability. Next, we will examine how Forestar’s earnings beat, alongside a...

Event context and recent stock performance Verisk Analytics (VRSK) has been drawing attention after a mixed stretch in its share performance, including a 0.7% decline over the past day and a roughly 20% drop in total return over the past year. See our latest analysis for Verisk Analytics. With the share price at US$220.41, the stock has had a mixed run, with a 30 day share price return of 1.1% contrasting with a 1 year total shareholder return decline of 20.3%. This suggests momentum has...

Plains GP Holdings, L.P. recently increased its quarterly distribution to US$0.4175 per Class A share (US$1.67 annualized), up US$0.0375 from the November 2025 payout, for holders of record on January 30, 2026, with payment on February 13, 2026. This higher distribution suggests management’s confidence in the partnership’s cash generation and capital-return capacity, which is important for income-focused unitholders assessing payout sustainability. Next, we’ll examine how this higher...

Rocket Companies stock: quick context for investors Rocket Companies (RKT) has drawn fresh attention after a strong past 3 months, with the stock showing a 35.67% total return while one year performance sits around 106.90%. That move comes alongside reported annual revenue of US$6,098.94m and a net income loss of US$102.15m, giving investors a mix of growth in the top line and pressure at the bottom line to weigh. See our latest analysis for Rocket Companies. At a share price of US$23.24,...

Carpenter Technology Corporation recently declared a past quarterly cash dividend of US$0.20 per share, payable on March 5, 2026, to shareholders of record as of January 27, 2026, while also closing a US$700 million senior notes offering at 5.625% interest maturing in 2034 and receiving a Fitch credit rating upgrade to BBB-. This combination of an ongoing dividend, long-term financing, and an investment-grade credit rating signals stronger balance sheet flexibility and an emphasis on...

Event context for MetLife MetLife (MET) has recently drawn attention after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date, and over the past year. For investors tracking large insurers, this recent stretch stands in contrast to MetLife’s multi year total returns and current profitability metrics. This has prompted a closer look at how the business and valuation line up today. See our latest analysis for...

In January 2026, Uniti Group’s subsidiary Kinetic ABS Issuer LLC priced US$960.1 million of secured fiber network revenue term notes, backed by residential fiber assets and customer contracts in five U.S. states, with proceeds earmarked for general corporate uses including capital spending and debt repayment. This large, asset-backed financing package highlights Uniti’s ability to tap dedicated capital pools tied directly to its fiber networks, potentially supporting ongoing investments such...

Advanced Drainage Systems recently reported fiscal second-quarter 2026 results that exceeded analyst expectations, including a double-digit earnings per share surprise and 17% year-over-year adjusted EBITDA growth, which has already occurred by today’s date. The company’s ability to surpass forecasts while addressing prior market concerns on its earnings call has reinforced investor confidence in its underlying business trends. With these stronger-than-expected quarterly results as a...

Earlier this month, Garmin introduced the quatix 8 Pro nautical smartwatch, a 47mm, titanium-bezel device with built-in inReach satellite and cellular connectivity, enhanced boat mode, marine integrations and up to 15 days of battery life, priced at US$1,299.99. The launch underlines Garmin’s push to blend premium marine hardware with always-on safety and connectivity services, deepening its ecosystem for serious boaters and offshore users. We’ll now examine how this expansion of Garmin’s...

Agree Realty Corporation recently declared a monthly cash dividend of US$0.262 per common share and US$0.08854 per Series A preferred depositary share, with both payouts scheduled for February 2026 to shareholders of record in late January. Alongside these dividends, a continued pattern of insider share purchases, including a January 2026 buy by the CFO, underscores management’s alignment with common investors and commitment to ongoing income distributions. Against this backdrop of insider...

Cleveland-Cliffs has recently drawn attention as sector optimism builds ahead of its February 2026 earnings release, amid industry commentary about stronger demand from infrastructure, construction, and automotive customers supported by tariffs and expectations of economic recovery. At the same time, discussions around a potential POSCO investment, ongoing closure of lower-margin facilities, and longer-term possibilities in rare earth extraction are reshaping how investors think about...

Papa Johns previously announced it selected PAR Technology’s PAR POS and PAR OPS platforms to underpin its next-generation U.S. in-restaurant technology stack, replacing legacy on-premise systems and targeting a fully rolled-out deployment across all domestic corporate and franchise locations by the end of 2027. This deal reinforces PAR’s role as an integrated restaurant tech provider, embedding its AI-enabled platform at scale within a major quick-service pizza chain’s operations and...

In recent months, Marvell Technology reported record quarterly revenue and strong year-on-year growth, driven by accelerating demand for its data center and AI-focused products, while guiding for full-year revenue expansion above 40% and highlighting new AI chip design wins with major hyperscalers. Beneath the headlines, Marvell’s rapidly scaling data center switching and custom AI processor businesses, including next-generation 51.2T platforms and multiyear hyperscaler design wins, are...

In January 2026, Birkenstock Holding plc issued fiscal first-quarter 2026 guidance, projecting revenue of €402 million, with reported growth lagging constant-currency growth because of a weaker US Dollar against the Euro. Alongside this, management flagged higher tariff-driven costs and modest margin pressure, while planning targeted price adjustments and efficiency gains to cushion the impact. We’ll now examine how this combination of softer guidance and tariff-related margin pressure...

On December 31, 2025, FMR LLC sharply cut its holdings in TreeHouse Foods Inc, reducing its position by 2,718,583 shares while retaining 822,158 shares and a 1.60% stake. This sizeable pullback by a major institutional investor brings fresh attention to TreeHouse Foods’ ability to execute its efficiency plans amid ongoing market and operational challenges. We’ll now examine how FMR LLC’s large reduction in its TreeHouse stake interacts with the existing investment narrative and risk...

Ensign Group recently reported that its skilled nursing, senior living, and rehabilitation services across 15 states have seen sustained strength in demand, with unit sales growth averaging 11.8% annually over the past two years. An important takeaway for investors is that Wall Street now projects revenue growth of 22.8% over the next 12 months, underscoring a meaningfully stronger demand outlook for Ensign’s high-acuity care model. We will now examine how this accelerating demand outlook...

If you are wondering whether BeOne Medicines at US$338.19 is offering fair value or a potential mispricing, the starting point is to look closely at what the market is paying for the business today. The share price performance has been mixed across time frames, with returns of 0.1% over 7 days, 7.0% over 30 days, 8.7% year to date, 61.0% over 1 year, 26.9% over 3 years and a 9.7% decline over 5 years. Recent attention on BeOne Medicines has been reflected in these moves, with investors...

JFrog (FROG) shares have been in focus after the company appointed Genefa Murphy as Chief Marketing Officer, a move investors are weighing alongside the stock’s recent pullback and longer term performance. See our latest analysis for JFrog. Murphy’s appointment and JFrog’s upcoming appearance at the Needham Growth Conference come as the stock trades at US$56.89, with a 30 day share price return showing a 14.85% decline, a 90 day gain of 18.55%, and a 1 year total shareholder return of 73.71%...

In recent days, multiple brokers including Barclays have reiterated their existing views on Southern Company while updating their formal research assessments. These moves collectively highlight how a broad group of analysts is reassessing Southern’s prospects as one of the largest regulated utilities in the US. With analysts broadly reappraising Southern’s outlook, we’ll now examine how this reassessment could influence the company’s long-term investment narrative. Find companies with...

On January 15, 2026, Unum Group’s board declared a quarterly dividend of US$0.460 per share, payable on February 20, 2026, to shareholders of record as of January 30, 2026. This reaffirmed dividend, alongside Unum’s broader capital return policies, highlights management’s ongoing emphasis on distributing cash to shareholders. We’ll now examine how Unum’s reaffirmed dividend shapes the company’s existing investment narrative and its capital return profile. Uncover the next big thing with...

In early January 2026, Installed Building Products, Inc. priced a US$500,000,000 offering of 5.625% senior unsecured notes due 2034, intending to redeem its existing 5.75% senior unsecured notes due 2028 and fund general corporate purposes in a private placement to qualified institutional buyers. Around the same time, J.P. Morgan downgraded Installed Building Products to a sell rating, underscoring tensions between the company’s capital structure moves and evolving analyst views on its...

Baker Hughes (BKR) is back on investors’ radar after repositioning itself as an energy technology company, with a record US$32b backlog and the planned Chart Industries acquisition drawing fresh attention. See our latest analysis for Baker Hughes. The recent 15.8% 1 month share price return to US$51.75, alongside a 9.8% year to date share price gain and a 5 year total shareholder return of 165.3%, suggests momentum has been building as investors react to Baker Hughes' energy transition push,...